Plan Ledger DOL Form 5500 · updated monthly

Newpoint Holdings Jv LLC401(k)

NEWPOINT HOLDINGS JV LLC 401K PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Newpoint Holdings Jv LLC reported $27,517 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,478 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.13% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,690th-largest of 5,688 plans among Texas employers on file, and 2,626th of 4,798 in finance & insurance. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,253,645
Participants with balances276
Active participants237
Employer contributions$1,535,215
Employee contributions$2,983,745
Employer contribution per active participant$6,478
Average account balance$95,122
Benefits paid to participants$3,690,168
Plan auditUnmodified (clean) audit opinion
AuditorVASQUEZ AND COMPANY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$26.3M · 276 accts · $1.5M emplr
2023$21.3M · 283 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,694
Investment management$12,823
Total administrative$27,517
The Newpoint Holdings Jv LLC 401(k) match · 2024
Employer contribution per active participant$6,478
Median for plans this size$2,416
2024$6,478 per active participant
2023$10,373 per active participant

Newpoint Holdings Jv LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,694
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,823

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$27,517 · 0.12%
2023$22,846 · 0.13%
Same employer
Similar plansFinance & Insurance · Texas
Hometrust Mortgage Company TX$26.6M · 0.02%
Weststar Bank TX$26.5M · 0.18%
Alliance Bancshares, Inc TX$26.1M · 0.35%
Peoples Bank TX$25.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871205411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.